Curi Wealth Management’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$20.3M Buy
2023
Q3
$19.5M Sell
2023
Q2
$21.8M Buy
2023
Q1
$20.3M Buy
2022
Q4
$6.86M Sell
2022
Q3
$9.59M Buy
2022
Q2
$7.78M Buy
2022
Q1
$7.7M Buy